WIM

Westside Investment Management Portfolio holdings

AUM $539M
1-Year Est. Return 24.46%
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$679K
3
+$654K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$626K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$543K

Top Sells

1
+$658K
2
+$354K
3
+$347K
4
DKNG icon
DraftKings
DKNG
+$214K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$175K

Sector Composition

1 Technology 16.48%
2 Healthcare 8.61%
3 Industrials 6.81%
4 Communication Services 5.24%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.53%
21,252
-435
52
$1.74M 0.5%
24,878
+315
53
$1.73M 0.5%
9,012
-50
54
$1.62M 0.47%
18,225
+104
55
$1.62M 0.47%
41,242
+103
56
$1.6M 0.46%
8,768
-80
57
$1.6M 0.46%
12,400
+465
58
$1.57M 0.45%
14,788
-44
59
$1.54M 0.44%
28,691
+12
60
$1.53M 0.44%
29,134
+40
61
$1.47M 0.42%
5,131
-110
62
$1.45M 0.42%
5,469
-34
63
$1.44M 0.41%
16,243
+1,842
64
$1.43M 0.41%
48,440
-7,275
65
$1.38M 0.4%
51,845
+150
66
$1.35M 0.39%
12,238
67
$1.33M 0.38%
2,476
-162
68
$1.33M 0.38%
8,324
69
$1.33M 0.38%
10,846
+127
70
$1.31M 0.38%
26,200
-6,950
71
$1.28M 0.37%
16,326
+720
72
$1.24M 0.36%
71,638
-1,500
73
$1.24M 0.36%
38,030
+2,175
74
$1.23M 0.35%
44,801
-1,800
75
$1.21M 0.35%
64,210
-2,030
1 2
3
4 5